Staff setup

Create an account for staff to log into Zedmed with. Each account will have access to different parts of Zedmed, as defined by their role and the access they need.

Set up a new doctor or locum in Zedmed. This includes a Zedmed login and an account where the doctor's billing and reporting information is entered.

Electronic signatures can be added to letters and referrals by applying the 'signature image' merge field. Simply save the practitioner's signature as an image file and upload it to their profile. The feature is available in Zedmed v36....

To disable a doctor in Zedmed, you must make their profile unavailable so they are no longer visible and make their Zedmed login inactive.

Add a resource so that patients can book appointments with healthcare professionals that do not have provider numbers, like nurses and technicians

Manage access to Zedmed for staff and doctors. This is done by assigning specific roles to users, which gives them access to the parts of Zedmed required to perform their work.

In Zedmed v35.7.0, the ability to void an invoice with an outstanding claim was restricted to roles with the new Void Claim Services function.

Give selected staff access to the Claims Status screen so they can manage claims and payments. This screen is accessed via the Claims button on the Management tab, and the access is granted by adding the Claim function to the required role.

Zedmed v36.1.0  introduced the option to enable a modern UI theme for both Office and Clinical. This change is a UI-only update and does not change any menus or layouts. The first time you open Office and Clinical after the upgrade, you w...